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How to work your way through the maze of finding an Investment Advisor.
Free Russell Investments Advisor Value Study: https://www.theinvestingacademy.ca/russell-advisor-value-study
#stockmarket #canada #theinvestingacademy
Intro: (0:00)
Should You Work With An Advisor? (0:58)
How Do You Define What An Advisor Is? (7:10)
Licenses - What You Need To Know (11:15)
Financial Planning (16:08)
Types Of Firms (19:48)
Why Would You Use An Advisor? (21:41)
What Advisors Do (26:36)
Finding An Advisor (31:50)
Finding An Advisor - Online Sources (33:54)
Finding An Advisor - Questions To Ask (38:40)
Finding An Advisor - Red Flags (49:26)
Fees (51:09)
Fees - Percentage Of Account Value (53:15)
Fees - ETF Fees (55:03)
Fees - Hourly Fee (56:35)
Fees - Commissions (58:58)
Fees - Salary (1:02:04)
Standardized Fee Disclosure Requirements (1:03:35)
Wrap Up + Outro (1:07:50)
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Want to join The Investing Academy Community? If so, be sure to check out our website. We offer online courses for Canadians that will give you a full understanding of the stock market fundamentals, walk you through step-by-step in getting your accounts set up, or take your investing to the next level.
You’ll also get to become part of our private community to meet the other students and work alongside of us.
Website ➤ https://www.theinvestingacademy.ca/
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About Brandon Beavis:
At age 20, he became a fully licensed Investment Advisor, working for one of Canada’s largest Investment Brokers, Manulife Securities. For 4 years, he worked alongside a highly experienced team at Beavis Wealth Management, specializing in High-Net-Worth Investing. He’s had the opportunity to work under his Father, an advisor of over 25 years, and has dealt hands-on with client portfolios, involving; analyzing, building, and managing multi-million-dollar client accounts.
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About Marc Beavis:
Marc is a retired Portfolio Manager, having spent over 25 years in the investment industry, managing multi-million-dollar portfolios and working with clients of all ages. He retired in 2021 and is a regular contributor to this channel.
Following his initial licensing back in 1996, he completed a number of industry courses, including the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Essentials, Investment Management Techniques, Fixed Income Investing, Hedge Fund Essentials, Portfolio Theory, and of course, the Canadian Securities Course.
Marc previously served as a Director of the Canadian Association of Financial Planners (Now FP Canada) including the roles of Vice President and Director of Ethics.
When working in the industry, he held the Chartered Investment Manager (CIM) Designation as offered by the Canadian Securities Institute. In addition, Marc was a Certified Financial Planner (CFP) practitioner, the industry gold standard in financial planning.
Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not licensed to provide financial advice. They strive to provide you with educational information in an entertaining manner. Always do your own research and due diligence before investing. Generally speaking, you should consult a licensed investment professional before investing.
For our full legal disclaimer, please visit our website: https://www.theinvestingacademy.ca/Disclaimer
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